Formatting the spreadsheet data

Transcription

1 2 Formatting the spreadsheet data this chapter covers... In this chapter we describe ways of formatting data within a spreadsheet using different text fonts and styles. We also explain different ways of representing numeric data, including currencies and dates. Page layouts will also be explained. When you have finished this chapter and carried out the exercises which follow, you should be competent in formatting and also printing a spreadsheet. The concepts and techniques covered are: formatting style formatting fonts and size number formats cell alignments date formats printing and page setup Note that the the step-by-step instructions given in this chapter are based on the Microsoft Excel model, but the concepts and techniques described relate to all spreadsheet packages.

2 f o r m a t t i n g t h e s p r e a d s h e e t d a t a 2 9 F O R M AT T I N G S T Y L E Text formatting within a spreadsheet, as with other types of document, is often used to make an item stand out or to emphasise specific data. We will use the expenditure worksheet shown below as an example. m a k i n g d a t a b o l d To make data bold: click on the required cell then click on the Bold icon on the menu bar if visible or right click on the selected cell select Format cells select Font make the font style Bold or press CTRL and B together (hold down the CONTROL key and tap the B key and release) Now look at the next page to see the result.

3 3 0 w o r k i n g w i t h s p r e a d s h e e t s To make more than one cell bold: select all the required cells and follow the steps set out on on the previous page u s i n g i t a l i c s To use italics in one cell, click on the required cell then click on the Italics icon on the menu bar if visible or right click on the selected cell select Format cells select Font make the font style Italics or press CTRL and I together (hold down the CONTROL key and tap the I key and release) See the spreadsheet screen on the top of the next page. To make more than one cell italicised: select all the required cells and follow one of the formatting choices explained above

4 f o r m a t t i n g t h e s p r e a d s h e e t d a t a 3 1 u n d e r l i n i n g d a t a To underline data, click on the required cell then click on the Underline icon on the menu bar if visible or right click on the selected cell, select Format cells, select Font and make the underline style Single or press CTRL and U together (hold down the CONTROL key and tap the U key and release) To underline data in more than one cell, select all the required cells and follow the steps set out above.

5 3 2 w o r k i n g w i t h s p r e a d s h e e t s To double underline data, click on the required cell Then click on the drop down arrow by the Underline icon select Double underline Or Right click on the selected cell, select Format cells, select Font and make the underline style double n o t e c h a n g i n g b a c k t o n o r m a l t e x t To turn off the style, such as bold, underline, italics, you follow exactly the same steps described above and the style will change back to normal. F O R M AT T I N G T E X T F O N T A N D S I Z E f o n t f a c e The font face (often known as the font ) of text is the style of the lettering: This is Times This is Helvetica To change the font face: click on the required cell then click on the Font face list dropdown on the menu bar if visible select the required font face or right click on the selected cell select Format cells select Font choose the required Font face from the list To change the font face in more than one cell, select all the required cells and follow the steps above.

6 f o r m a t t i n g t h e s p r e a d s h e e t d a t a 3 3 f o n t s i z e To change the font size click on the required cell then click on the Font size dropdown on the menu bar if visible select the required font face size or right click on the selected cell, select Format cells, select Font and choose the required font size from the list To change the font size in more than one cell, select all the required cells and follow the steps above.

7 3 4 w o r k i n g w i t h s p r e a d s h e e t s F O R M AT T I N G N U M B E R S The word format is used in this context to describe the way in which a number will be displayed. d e a l i n g w i t h d e c i m a l p l a c e s When you enter a number into a cell it is displayed exactly as you type it, except that any trailing zeros (zeros after the last non-zero digit on the right of the decimal point), and leading zeros (zeros before the first non-zero digit at the front of the number) will be ignored. For example, if you type into a cell and press RETURN (Enter) you will see displayed. If you want to see trailing zeros after a decimal point, you will need to change the number of decimal places which are displayed. For example, if you are dealing with money amounts, you will want to see rather than 34.1, which looks very odd. Therefore it is quite common that you would want all values in a particular column or row to display to a certain number of decimal places, to give a consistent view to the spreadsheet. You can see in the example below that several of the data entries are displayed with only one digit after the decimal point. To change the number of decimal places: select the required cells, row or column right click on the selection select Format cells select the Number tab select category Number adjust the number of decimal places as required You can see the effect below where the number formats for columns B and C have been changed to display 2 decimal places.

8 f o r m a t t i n g t h e s p r e a d s h e e t d a t a 3 5 d i s p l a y i n g c o m m a s i n f i g u r e s In order to make numbers more readable, we often insert a comma to identify when the number is over a thousand, and a further comma for over a million and so on. To display a, (comma) to represent thousands: select the required cells, row or column right click on the selection select Format cells select the Number tab select category Number tick the Use 1000 separator box As you can see in the image below the comma can make a big difference to the readability of the spreadsheet. Compare Column D below with Column D on the the screen shown on the previous page.

9 3 6 w o r k i n g w i t h s p r e a d s h e e t s d e a l i n g w i t h c u r r e n c i e s Often when we are dealing with money it is simpler to use the built in Format of currency for our data. A format of currency does not affect the values but merely the way the data is displayed. One of the most commonly used currencies is the UK pound sterling. To display data as Currency sterling with a symbol select the required cells, row or column right click on the selection select Format cells select the Number tab select category Currency adjust the decimal places as required for Symbol select the (pound sterling) from the list displayed The effect of formatting columns B, C and D as currency sterling is shown below. If the values we had entered were euros, we could use the same procedure as for the pound sterling (see above) and select the euro as the symbol from the list displayed. The spreadsheet would then appear as follows:

10 f o r m a t t i n g t h e s p r e a d s h e e t d a t a 3 7 d e a l i n g w i t h p e r c e n t a g e s It is also possible to display a number as a percentage (%). If you enter numbers followed by a % sign, the data will be recognised as a percentage and the % sign will be displayed. If you have a calculation, and you want the result to display as a percentage, rather than decimals, you would use the format options to change the way the result is displayed. For example you may want to show the closing balance in the spreadsheet on the opposite page as a percentage of the opening balance. To do this, you would first insert an appropriate text description in cell D4 and then the formula =B4/B3 in cell E4 (see pages for formulas) to calculate the closing balance divided by the opening balance. The spreadsheet would then look like this (note top bar and cells D4 and E4):

11 3 8 w o r k i n g w i t h s p r e a d s h e e t s To make cell E4 display as a percentage: select the required cell right click on the selection select Format cells select the Number tab select category Percentage adjust the decimal places as required The spreadsheet will then appear as shown below. Note: applying a format of percentage will automatically multiply the selected cell (or cells) by 100 to create a percentage. C E L L A L I G N M E N T Alignment is used to describe the relative position of data within a cell. With left alignment the data is shown up against the left edge of the cell. Right alignment means that the data is shown up against the right edge of the cell. For centre alignment the data is positioned in the centre of the cell. Examples of all of these are shown in the screen at the top of the next page. By default any text entered is aligned to the left. Data which is recognised as a number will be automatically aligned to the right.

12 f o r m a t t i n g t h e s p r e a d s h e e t d a t a 3 9 To change the way data is aligned in a cell or cells: select the required cells, row or column right click on the selection select Format cells select the Alignment tab on the Horizontal dropdown select Left, Right or Centre as required or with the cells selected click on the appropriate Alignment icon on the menu bar if visible m e r g e d c e l l s Sometimes we have some text which we specifically want to spread across several cells, perhaps as a heading, and we may wish it to be centred across these cells. To achieve this we effectively merge the cells together to make one big cell and then apply standard alignment options within this merged cell.

13 4 0 w o r k i n g w i t h s p r e a d s h e e t s You can see in the example above that the merged cells (B6, C6, D6) are now treated as just one cell, when selected, and this allows us to centre the text over the three columns B, C and D. To merge cells: select the required cells right click on the selection select Format cells select the Alignment tab on the text control section click the Merge cells checkbox or with the cells selected click on the Merge cells icon on the menu bar if visible D AT E F O R M AT S There are a variety of different ways in which dates can be displayed. The common way of describing dates is to use d for day, m for month and y for year. If we take the date of 10th February 2010, it can be displayed in the following formats (for UK dates): dd/mm/yyyy would display as 10/02/2010 dd/mm/yy would display as 10/02/10 To change the way a date is displayed: select the required cells right click on the selection select Format cells select the Number tab select category Date choose the format you require from the dropdown list The spreadsheet at the top of the next page shows the year date amended from 2010 to 10. You can also use other date formats which are available under category Custom.

14 f o r m a t t i n g t h e s p r e a d s h e e t d a t a 4 1 PA G E S E T U P A N D P R I N T I N G Once we have created and formatted our spreadsheet it is quite possible that we will want to print it. Spreadsheets are not like word-processed documents they do not automatically fit within one horizontal page width and flow on downwards. The first step is to see what the spreadsheet would look like when printed, without actually printing. From the File menu, select Print. You will then see all the print settings which you can change, together with a Print Preview of the worksheet on the right hand side of the screen. Alternatively, you can select Page Setup from the Page Layout menu, then Print Preview. If you need to make adjustments to the layout for printing, this can be done through Settings within the Print option, or Page Setup within the Page Layout menu. Page Setup allows you to: change the orientation, so if the spreadsheet is slightly too wide to fit on one page width, you might change the orientation to Landscape adjust the Margins you might want to reduce these to a minimum to give as much space as possible select Fit to page you can specify how many pages wide, by how many pages tall you want to fit the spreadsheet into; it is important to make sure that the text of the spreadsheet remains legible check or uncheck the gridlines box if you want to see gridlines for the rows and columns included on your printout.

15 4 2 w o r k i n g w i t h s p r e a d s h e e t s The two images below show print previews where the page orientations are: portrait one is taller than it is wider like a portrait picture landscape the other is wider than it is taller like a landscape painting The image below shows a print preview where the page orientation is Portrait. The image below shows a print preview where the page orientation is Landscape. h e a d e r s a n d f o o t e r s It is sometimes useful to add a header or a footer to your spreadsheet. As you would expect a header is something which will usually appear at the top of each page when printed, this could be something like Company Confidential and the date.

16 f o r m a t t i n g t h e s p r e a d s h e e t d a t a 4 3 A footer will appear at the bottom and is often used to include the author and a page number if the printing covers more than one page. To create a header or a footer: select Page setup select Header/Footer either select one of the built in choices from the drop down list for the header or footer such as page number or date or create your own custom piece of text An example of the Page setup found within Microsoft Excel is shown below If we wish to format our printed output so that part of the information is on one page and the remainder on another page, we can insert what is known as a page break. To insert a page break: select the Page Layout menu click on the cell to be the start of the new page select Breaks select Insert Page Break. Other packages will usually provide the same facilities presented in a different way. We recommend that you experiment and gain an understanding of the page setup options.

17 4 4 w o r k i n g w i t h s p r e a d s h e e t s Chapter Summary This chapter has covered in detail the following topics: formatting style formatting fonts and size number formats cell alignments date formats page setup You should now carry out some or all of the exercises on the next few pages in order to practise and reinforce your learning.

18 f o r m a t t i n g t h e s p r e a d s h e e t d a t a 4 5 Activities Exercise 1 using percentages and averages In this first exercise we will create a simple spreadsheet to record exam results for a group of students. Stage 1 This stage is about creating the basic layout of our spreadsheet. All text should be entered in the default typeface, font size 10, normal style. 1. Open a new workbook 2. Move to Sheet1 3. Change the name of the sheet to Results 4. Move to cell A1, enter Midterm exams 5. Move to cell A2, enter Name 6. Enter Module1, Module2, Module3 in cells B2, C2, D2 respectively 7. Enter John Smith, Peter Jones, Wendy Owen, Frank Waters, Barbara White in cells A3, A4, A5, A6 and A7 respectively 8. Widen column A to allow for the longest entry in the column 9. Insert a row between rows 1 and 2 to improve the presentation 10. Save the workbook with the name T2Exercise1 Your spreadsheet should appear as shown in the image below:

19 4 6 w o r k i n g w i t h s p r e a d s h e e t s Stage 2 We are going to enter some values and format some of the text. 1. For John Smith enter the value 75% for Module1 (cell B4), 62% for Module2 (cell C4) and 45% for Module3 (D4). 2. Similarly for Peter Jones, enter the following values 61%, 48%, 70% 3. For Wendy Owen, enter 63%, 80%, 51% 4. For Frank Waters, enter 53%, 85%, 41% 5. For Barbara White, enter 42%, 63%, 85% 6. Change the font size of the title in Cell A1 to Increase the height of row 1 to allow for the larger text. 8. Make all text in row3 (your data headings) bold and underlined. 9. Save your spreadsheet (keeping the same name T2Exercise1). Your spreadsheet should now appear as shown below: Stage 3 We are now going to use some formulae to get the spreadsheet to do some calculations for us. 1. In cell E3 enter Average. 2. Cell E4 is the first cell where we want to enter the formula to AVERAGE cells B4, C4 and D4. 3. Copy the formula from cell E4 into E5 through to E8 to calculate the other averages. 4. Change the font style for cells A4 through to A8 to Italics. 5. Save your spreadsheet. Your spreadsheet should now appear as shown on the top of the next page:

20 f o r m a t t i n g t h e s p r e a d s h e e t d a t a 4 7 Stage 4 One more calculation is needed: 1. In cell A10 enter Module Average (in italics) 2. Widen column A so that the text in A10 fits within the column 3. Cell B10 is the first cell where we want to enter the formula to calculate the average of cells B4 through to B8. 4. Copy the formula from cell B10 into C10 and D10 to calculate the other averages 5. Underline B10, C10, D10 6. Save your spreadsheet. The final spreadsheet is shown below. You have now completed the first exercise.

21 4 8 w o r k i n g w i t h s p r e a d s h e e t s Exercise 2 using currencies and dates In this exercise we will be working with more numerical data, utilising currencies and dates. The data relates to the summer sales of English novels by a bookshop. Stage 1 This stage is to create our basic layout. 1. Open a new workbook 2. Move to Sheet2 3. Change the name of the sheet to Sales 4. In cell A1, enter Summer sales, (in bold text) 5. In cell A3, enter Date, (underlined and bold) 6. Enter Book, Quantity, Value in cells B3,C3,D3 respectively, (underlined and bold) 7. Move the contents of A1 (Summer sales) to cell B1 8. Merge cells B1 and C1 9. Centre the text across B1 and C1 10. Save the workbook with the name T2Exercise2 Your spreadsheet should look as shown in the image below:

22 f o r m a t t i n g t h e s p r e a d s h e e t d a t a 4 9 Stage 2 We are now going to enter some data. 1. Enter the data below in the appropriate spreadsheet columns. Date Book Quantity Value 01/06/10 Lord of the Rings /06/10 Pride and Prejudice /06/10 Far from the Madding Crowd /06/10 Oliver Twist /07/10 Wuthering Heights /07/10 Pride and Prejudice /07/10 Lord of the Rings Widen column B to enclose the longest piece of text 3. Format the Value column to use currency (with 2 decimal places) 4. Modify the format of all the dates to display the year as 2010 (ie four digits yyyy) 5. Save the workbook again with the name T2Exercise2 Your spreadsheet should look as shown in the screen below:

23 5 0 w o r k i n g w i t h s p r e a d s h e e t s Stage 3 We need to make some modifications to the data. 1. We require a column for the author, insert a column between columns B and C. 2. Enter Author in cell C3 (bold and underline) 3. Enter the text for the Author column as shown in the table below, using the spelling provided. Date Book Author Quantity Value 01/06/10 Lord of the Rings Tolkien /06/10 Pride and Prejudice Austin /06/10 Far from the Madding Crowd Hardy /06/10 Oliver Twist Dickens /07/10 Wuthering Heights Bronte /07/10 Pride and Prejudice Austin /07/10 Lord of the Rings Tolkien Adjust column C to the right width for the text. 5. A row is missing within July, insert a row between the row for 03/07/01 and 20/07/ Enter the data for the row from the table below. Date Book Author Quantity Value 15/07/10 Oliver Twist Dickens Change the format for column C (Author) so that all text is aligned to the right of the cells. 8. The author Austin, should be spelt Austen, correct both occurrences. 9. Save your spreadsheet. Your spreadsheet should appear as shown in the screen below:

24 f o r m a t t i n g t h e s p r e a d s h e e t d a t a 5 1 Stage 4 In this stage, we will make some more changes to the format and enter some calculations. 1. The text for the Value heading is aligned to the left and all the numeric values are aligned to the right. Align E3 text to the right. 2. Change the font size of Summer sales to size 18 (cells B1 and C1) 3. Increase the height of row 1 to allow for the larger font. 4. Move the text of E3 (Value) to cell E2. 5. Enter text ( ) in cell E3 and centre in the cell. 6. Enter text Euros in cell F3 and centre in the cell. 7. Merge cells E2 and F2, and centre the text. 8. We are going to use an exchange rate of 1 pound = 1.15 euros, and we are going to calculate the values of the sales in euros in column F. Enter a formula in cell F4 to calculate the value in euros (E4 * 1.15) 9. Copy the formula from cell F4 to F5 through to F Change the format of column F to Currency, euros. 11. Save your spreadsheet. Your spreadsheet should appear as shown in the screen below: Save and close your spreadsheet package.

25 5 2 w o r k i n g w i t h s p r e a d s h e e t s Exercise 3 further formatting and use of formulas In this exercise we are going to make further changes to the spreadsheet which we created in the previous exercise. Stage 1 This stage involves changing formats and text alignment within our spreadsheet. 1. Start the spreadsheet package and open the workbook file T2Exercise2 2. The date in cell A10 is wrong and should read 21/07/2010, edit the cell to make the change. 3. Change the format of the dates in column A to give the month name rather than 2 numeric digits e.g. 01 June Modify the width of column A if necessary. 5. Align all the dates to the left of the cells. 6. For those books which have made more than one sale (ie sales on more than one day), change the text of the book title (column B) to italics, (for example Oliver Twist). 7. Save the workbook with the name T2Exercise3 Your spreadsheet should appear as shown in the screen below:

26 f o r m a t t i n g t h e s p r e a d s h e e t d a t a 5 3 Stage 2 This stage requires entry of some formulas. 1. We want to total the sales for the book Lord of the Rings. Copy the book title for this book to cell B Remove the style of Italics to change the text style to normal. 3. In cell C13, enter the text Sales. 4. In cell D13, enter a formula to add up only the quantity cells for this book. 5. In Row 14 repeat the steps 1 to 4 above for the book Oliver Twist to give total sales for this book. 6. Save the spreadsheet. Your spreadsheet should look as shown in the image below.

27 5 4 w o r k i n g w i t h s p r e a d s h e e t s Stage 3 This stage requires entry of some further formulas. 1. We are to calculate the price paid for each sale. In cell G3 Enter Book Price, widen column G accordingly. 2. We are going to calculate the price using the value in pounds and dividing by the quantity. Enter the formula in cell G4 to calculate the book price. 3. Copy the formula from G4 to cells G5 through to G The quantity entered for 1st of June should be 11 not 10. Make the change, see how all calculations using this value automatically update. 5. Select all cells and change the font face to Arial, size Check all headings (text) in row 3 is bold and underlined. 7. Change the format of the Euros values to display no decimal places. 8. Save the spreadsheet. Your spreadsheet should appear as shown in the image at the top of the next page.

28 f o r m a t t i n g t h e s p r e a d s h e e t d a t a 5 5 Stage 4 In this stage we are going to look at how to print out the spreadsheet. 1. Select Print Preview from your menu. You will see that not all of our columns can be seen, and the Book Price column gets pushed on to a second page. 2. Select Page Setup, and change the setup so that the page will print Landscape. 3. We are now going to create a header which is to appear on our printed documents. Using your Page Setup options, enter the text Confidential, so that it will appear at the top and left of the document. 4. Now insert a footer, again using your Page Setup options put a page number to appear in the centre of the document. A final Print Preview should look like the image below: Note: It is important to practise further with Page Setup, using Fit to page, setting up your own headers and footers,and utilising built-in options for dates and page numbers where possible.